B. Riley Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

B. Riley Wealth Advisors’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,346	Closed	-$412K	–	1110
2025 Q1	$412K	Buy	+26,346	New	+$413K	0.01%	830
2024 Q2	–	Sell	-12,823	Closed	-$187K	–	1438
2024 Q1	$187K	Buy	+12,823	New	+$196K	0.01%	1285
2023 Q4	–	Sell	-12,823	Closed	-$187K	–	1423
2023 Q3	$187K	Buy	12,823 +290	+2%	+$4.18K	0.01%	1285
2023 Q2	$182K	Sell	12,533 -1,268	-9%	-$18.4K	﹤0.01%	1373
2023 Q1	$196K	Sell	13,801 -3,772	-21%	-$56.3K	0.01%	1309
2022 Q4	$261K	Buy	+17,573	New	+$256K	0.01%	1109
2015 Q1	–	Sell	-1,350	Closed	-$33K	–	875
2014 Q4	$33K	Buy	+1,350	New	+$32.8K	﹤0.01%	2303
2014 Q3	–	Sell	-366	Closed	-$8.66K	–	908
2014 Q2	$8.66K	Buy	+366	New	+$8.56K	﹤0.01%	1844

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's DBL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2025, closing a stake of 26,346 shares — an estimated $412K sold.

B. Riley Wealth Advisors first reported a position in DBL in Q2 2014 and held it in 8 quarters. The position peaked at $412K in Q1 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2025.

B. Riley Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 26,346 DoubleLine Opportunistic Credit Fund shares in Q2 2025, an estimated $412K.
B. Riley Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $412K in Q1 2025.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.